Northwest Bank · 2 months ago
SBA Sales Team Leader
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expNorthwest Bank is seeking a Small Business Administration Sales Team Leader to coordinate and supervise lending activities and develop a team of SBA Bankers. The role involves managing pipeline reporting, generating personal SBA lending production, and ensuring compliance with SBA guidelines while fostering business relationships.
BankingFinancial Services
Responsibilities
Complete working knowledge of all SBA programs, eligibility requirements and proper structuring to ensure guarantee validation
Develop team of SBA Bankers located across the footprint, who show a year over year improved performance
Identify skill gaps within team and align training opportunities to mitigate
Manage team pipeline reporting to provide accurate forecasting on weekly/monthly basis
Evaluate calling activity to determine if it meets assigned metrics, work to ensure there is consistency in behavior as assigned
Ensure lead activity is being managed on an individual basis
Ensure CRM input is meeting expectations of senior management and is consistent
Review team deals to assist with structuring, pricing and completeness of deal package
Develop new and expanding existing business banking relationships
Follow current loans to ensure complete compliance with terms
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Prospecting and personal production to be 25% of overall goal
Achieve and exceed budget goals
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Manage SBA portfolio clients
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure any ongoing review of SBA portfolio is properly documented and meets SBA guidelines for individual and team member portfolios
Ensure noncredit clients have appropriate treasury management and other related commercial services by partnering with Treasury and Merchant advisors
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts. Support team members in their efforts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Cross sell credit and noncredit products as appropriate
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
Serve as a leader within Region and within Line of Business
Work with Leadership to provide targeted training and support as needed- within branch network and within Regional Business Banking team
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualification
Required
Complete working knowledge of all SBA programs, eligibility requirements and proper structuring to ensure guarantee validation
Develop team of SBA Bankers located across the footprint, who show a year over year improved performance
Identify skill gaps within team and align training opportunities to mitigate
Manage team pipeline reporting to provide accurate forecasting on weekly/monthly basis
Evaluate calling activity to determine if it meets assigned metrics, work to ensure there is consistency in behavior as assigned
Ensure lead activity is being managed on an individual basis
Ensure CRM input is meeting expectations of senior management and is consistent
Review team deals to assist with structuring, pricing and completeness of deal package
Develop new and expanding existing business banking relationships
Follow current loans to ensure complete compliance with terms
Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment
Develop partnerships with branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest
Prospecting and personal production to be 25% of overall goal
Achieve and exceed budget goals
Actively participate in community affairs
Encourage clients to maintain their personal banking at Northwest
Manage SBA portfolio clients
Prepare electronic loan applications for submission to Credit
Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required
Partner with credit to ensure any ongoing review of SBA portfolio is properly documented and meets SBA guidelines for individual and team member portfolios
Ensure noncredit clients have appropriate treasury management and other related commercial services by partnering with Treasury and Merchant advisors
Ensure risk ratings are appropriate based on your knowledge of the client
As required, collect on delinquent accounts. Support team members in their efforts
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings as required
Provide credit information and references for internal review as requested
Ensure all credit files include current financial statements, agency reports, etc
Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $10 million
Interview applicants to develop information concerning their financial needs and repayment ability in order to assess acceptable level of risk
Cross sell credit and noncredit products as appropriate
Follow current loans to ensure complete compliance with terms
Proactively keep abreast of industry trends
Serve as a leader within Region and within Line of Business
Work with Leadership to provide targeted training and support as needed- within branch network and within Regional Business Banking team
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Preferred
Bachelor's degree in business, accounting, finance, economics or marketing
8-12 years of SBA Banking Relationship Management experience
8-12 years of Prior Leadership experience
Formal Credit Training
Experience consistently delivering strong sales performance and ability to lead a team towards similar results
Strong Prospecting experience
Strong negotiating skills in terms loan structure and pricing
Excellent verbal, written, and interpersonal communication skills
Ability to multitask and effectively prioritize responsibilities
Ability to develop Business Banking team within Region and convey best practices to teammates
Company
Northwest Bank
Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Louis Torchio
President & Chief Executive Officer
Jim Colestro
Retail Lending > Small Business Banking > Payments
Recent News
2025-10-31
2025-10-10
Company data provided by crunchbase